GoFileRoom
You can create a lookup list in a text file or Excel spreadsheet. When you create a lookup list in a text file or Excel spreadsheet, you need to name it the same as the drawer's ID.
Follow these steps to import a lookup list into GoFileRoom.
- Go to Administration > Manage Fileroom.
- Select the Manage Lookup Lists in the Lists tab.
- Choose the Import icon.
- Select Choose File and select the text file (.txt) or Excel file (.xls or .xlsx) that you created for lookup list items.
- Select OK.
Note: The new lookup list will be available to users in your firm momentarily. The time it takes to process the lookup list depends on the size of the lookup list file.
To check if the lookup list was successfully imported, go to Add Documents, then select the magnifying glass icon next to the Client Name field.
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